Managing Contracts

Editing Contract Details

1. Navigate to Contracts.
2. Select the contract you want to update, then click the Pencil Icon.

3. You can edit the following fields:
   • Details
   • Name
   • Vendor
     • Note: You can change the vendor unless the contract has spend entries linked to products/services from the current vendor. To change the vendor in this case:
       • Remove the products from the spend entries (you don't need to delete the spend entries themselves).
       • Return to the contract details and update the vendor. You'll be prompted with a confirmation message.
       • After changing the vendor, reassign the products under the new vendor.
   • Start and End dates
   • Associated Parent Contract(s)
   • Labels
   • Delete Contract
     • Note: Deletion requires the correct permissions. If you don't see this option, your role may be limited:
       • View + Add: Read-only access and can upload files
       • Editor: Can manage company data (excluding user management)
       • Admin: Full access, including user management and settings
4. After making your changes, click Save.

Working with Files

1. Select Files.
2. You can download, delete, and open the file in a new tab.

3. Select Add Files.
4. Your file explorer will open, locate the file you want to add or Drag and drop to upload.

Adjusting Spend

1. Click Spends, then select the spend you want to edit.

2. On this page, you can:
   1. Choose the Product and/or Service for the Spend
   2. Add or remove Properties
   3. Adjust the Duration to Recurring (ongoing or fixed term) or One-time
   4. Adjust the Start and End Dates, Cost, Recurrence, Pricing Type, and
   5. Edit Notes.
3. Make your changes and click Save Spend.

Changing Tasks

1. From this page, you can:
   • Add new tasks
   • Mark tasks as complete
   • Delete existing tasks, or
   • Edit an existing task by selecting Edit.
2. Select Tasks, then click on the task to Edit.

3. The task will open, and you can adjust the:
   • Description.
   • Task Date.
     • Choose either:
       • A specific date, or
       • A relative date based on the contract (e.g., on, before, or after the contract's start or end date). Select your preference, and Pivott will automatically adjust the task accordingly!
4. Save Task.

Editing Clauses

1. Select Clauses to manage your contract clauses.
2. From this page, you can:
   • Add new clauses
   • Delete existing ones
   • Edit an existing clause by selecting Edit.

3. You can update the Title and Description on an existing clause.
4. Save Clause to apply your changes.

Changing Associated Properties

1. Select Properties, then Edit Properties.

2. Select an existing property from the list to associate it with the contract.

2. To add a new property, click Add Property, enter the property name, then choose:
   1. Save, or
   2. Save and Add Another.

4. When you're done, click Save Properties to apply your changes.

Troubleshooting

Why can't I delete the contract?

Deleting a contract requires the right permissions. If the option isn't visible, your user role may be limited:

• View + Add: Read-only access and can upload files
• Editor: Can manage company data (except user management)
• Admin: Full access, including user management

If you need additional permissions, contact your Pivott account manager, email help@pivott.io, or message us through the Pivott app chat — we're happy to help!